JG
JG

Jeffrey Gambuzza

27 Years of Experience
Rye Brook, NY
Broker

Jeffrey Gambuzza is a registered investment advisor at Park Avenue Securities LLC, based in Rye Brook, NY, with 27 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

800 Westchester Avenue, 4th Floor Suite N409, Rye Brook, NY, 10573

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Park Avenue Securities LLC
April 2021 - Present · 5 yrs 1 mo
Park Avenue Securities LLC
September 2011 - Present · 14 yrs 8 mos
Park Avenue Securities LLCBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
MML Distributors, LLCBroker
January 2011 - August 2011 · 7 mos
MML Investors Services, LLCBroker
January 2011 - August 2011 · 7 mos
Ing Investments Distributor, LLCBroker
March 2010 - December 2010 · 9 mos
Nylife Securities LLCBroker
October 2004 - September 2009 · 4 yrs 11 mos
Park Avenue Securities LLCBroker
February 2001 - November 2003 · 2 yrs 9 mos
Royal Alliance Associates, INC.Broker
September 1998 - April 2000 · 1 yr 7 mos
J.B. Oxford & CompanyBroker
March 1997 - July 1998 · 1 yr 4 mos
Legg Mason Wood Walker, IncorporatedBroker
June 1996 - December 1996 · 6 mos
Olde Discount CorporationBroker
September 1995 - May 1996 · 8 mos
State Registrations7 states
CACTFLMANHNJNY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.